1996 -
2001 Sales and Marketing Principal - Owner and Founder @ RegEd - formerly Securities Education Institute, Inc.
1996 -
2001 National Sales Manager, Executive Vice President (Marketing Principal) @ Securities Education Institute, Inc
1995 -
1996 Owner and President @ SUCCESS SYSTEMS INTERNATIONAL
1991 -
1995 Vice President Sales and Marketing @ GOLD COAST SCHOOLS
Bill Cooley Education
University of Houston Clear Lake City
Master of Business Administration (Marketing and Finance)
1974
-
1977
University of Tulsa
Bachelor of Science (Petroleum and Mechanical Engineering)
1967
-
1971
null
Bill Cooley Skills
Securities
Wealth Management
Financial Services
Fixed Annuities
Licensed Continuing Education Instructor - All States
Insurance
Retirement Planning
FINRA
Investment Advisory
Investments
Strategic Financial Planning
CA Insurance License (Life/Health) + Variable Approved
Licensing
Online Continuing Education programs for Carriers, B/Ds, IMOs, and individuals
Series 63
Series 24
Banking
Entrepreneurship
Mutual Funds
Financial Advisory
Compliance Solutions with Continuing Education Programs
Instructor Led, Online, and Textbook CE for Securities, Insurance, CFP, CIMA.
Annuity Suitability and Product Specific Training
California Real Estate Brokers License
FINRA Series 7, 24, 63, and 66
Technology - Customized Websites for you, your company, and your producers
Compliance and Sales Training of Securities and Insurance Licensees
Fiduciary Standards Training - Securities and Insurance
Series 7
Financial Planning
Imos
B/Ds
Sales
Team Building
Your Company
Software Development
Ca Insurance License Life/Health + Variable Approved
Technology
Your Producers
Licensed Continuing Education Instructor
Online
Finra Series 7
Instructor Led
Securities and Insurance
Microsoft Office
CIMA
Textbook Ce for Securities
Individuals
Public Speaking
Program Management
All States
Project Management
Cfp
Online Continuing Education Programs for Carriers
Fiduciary Standards Training
Variable Approved
Ca Insurance License
Bill Cooley Summary
Bill Cooley, based in Newport Beach, CA, US, is currently a President and CEO at Success Continuing Education, Inc. Bill Cooley brings experience from previous roles at RegEd - formerly Securities Education Institute, Inc., Securities Education Institute, Inc, SUCCESS SYSTEMS INTERNATIONAL and GOLD COAST SCHOOLS. Bill Cooley holds a 1974 - 1977 Master of Business Administration in Marketing and Finance @ University of Houston Clear Lake City. With a robust skill set that includes Securities, Wealth Management, Financial Services, Fixed Annuities, Licensed Continuing Education Instructor - All States and more. Bill Cooley has 2 emails and 4 mobile phone numbers on RocketReach.
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